Integrated Wealth Concepts LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 386 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$347,363
-2.9%
9,905
+2.7%
0.01%0.0%
Q2 2023$357,746
+67272.1%
9,648
-31.0%
0.01%
-45.5%
Q1 2023$531
+136.0%
13,983
+145.9%
0.01%
+83.3%
Q4 2022$225
-100.0%
5,687
-63.3%
0.01%
-66.7%
Q3 2022$549,000
-4.5%
15,479
+7.5%
0.02%0.0%
Q2 2022$575,000
+109.9%
14,397
+131.0%
0.02%
+125.0%
Q1 2022$274,0006,2320.01%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Parker Investment Management, LLC 2,282,719$86,743,32217.29%
First Command Financial Services, Inc. 2,112,055$80,258,0308.21%
First Command Bank 2,112,055$80,258,0308.21%
PRUDENTIAL PLC 16,981,748$645,306,4247.58%
Hapanowicz & Associates Financial Services, Inc 273,617$10,397,4817.18%
Sonoma Private Wealth LLC 90,769$3,449,2336.86%
COWA, LLC 4,552,154$8,036,4296.55%
Meiji Yasuda Life Insurance Co 7,200,520$273,6205.36%
Curran Financial Partners, LLC 294,908$11,206,4875.32%
Erickson Financial Group, LLC 124,239$4,721,0824.68%
View complete list of SPDR SER TR shareholders